Epstein & White Financial’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Epstein & White Financial’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$265K	Buy	9,842 +2	+0%	+$52	0.07%	73
2021 Q1	$242K	Sell	9,840 -3,620	-27%	-$83.5K	0.07%	72
2020 Q4	$254K	Sell	13,460 -394	-3%	-$6.79K	0.08%	64
2020 Q3	$208K	Buy	13,854 +904	+7%	+$16.1K	0.07%	70
2020 Q2	$245K	Buy	+12,950	New	+$241K	0.09%	65

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Epstein & White Financial's XLE Position: Q2 2021 in Review

Epstein & White Financial increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.02% in Q2 2021, buying an estimated $52 and bringing the position to 9,842 shares worth $265K. The position accounts for 0.07% of the portfolio, ranked #73.

Epstein & White Financial first reported a position in XLE in Q2 2020 and has held it in 5 quarters since. 1,261 funds tracked by Wall St. Rank hold XLE as of Q2 2021.

Epstein & White Financial held 9,842 shares of State Street Energy Select Sector SPDR ETF worth $265K as of Q2 2021.
Epstein & White Financial bought 2 State Street Energy Select Sector SPDR ETF shares in Q2 2021, an estimated $52.
State Street Energy Select Sector SPDR ETF made up 0.07% of Epstein & White Financial's portfolio in Q2 2021, its #73 holding.
Epstein & White Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2020 and has held it in 5 quarters since.
1,261 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.